Family offices focus on proper & intelligent investment. Rock Shield associates itself with these investment criteria to bring in added value to family offices. Rock Shield Advisory services include:
- Assessment of investor’s financial circumstances
- Establishing family office investment objectives.
- Constant review of risk tolerance and appetite to family offices net worth
- Advising on family investment due diligence and personnel who provide services to the family
- Advising on family liquidity needs and business liquidity needs
- Advice on establishing corporate social responsibilities
